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This page outlines the access roles available for student administration systems. To get access do the following:

    1. Determine what access you need and what training is required for that role by reviewing the content below.
    2. If you haven’t already, agree to ConnectCarolina’s Terms of Use.
    3. Complete any prerequisite training. In this case, FERPA training is a prerequisite for every student administration access role. Some training may be required to keep a role but is granted prior to training. This happens when access is required for you to participate in the training class and successfully complete the class exercises. More information about training is listed in the sections below.
    4. Download the appropriate Access Request Form.
    5. Turn in your completed and signed Access Request form to your Access Request Coordinator (ARC). If you don’t know who that is, you can find them on this list of ARCs.
    6. Complete any additional required training needed to retain your access.

TIPS

  • Optimize the approval process by completing training before you submit your Access Request form to your ARC.
  • Familiarize yourself with available guides and instructions. Consider bookmarking them in your browser for fast access when you need a reference.

Access Roles by Category

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Graduate or Professional School verifies the business need.
  3. ConnectCarolina Security Team sets up access in ConnectCarolina.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required
Student Services Manager Grants base ConnectCarolina Student Services Manager access to Student Records, Admissions, Cashiers and Financial Aid.FERPA self-paced online course.
Student Center (Student) Admin General AccessGrants base view access to Student Services Center (Student). Only view access to the Student Center & General Info tabs are granted.FERPA self-paced online course.

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Graduate or Professional School that administers the Applications Centers and Programs requested verifies the business need.
  3. Campus Solutions Security Team sets up access in Slate.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required (See the Training list in the Admissions section for more information.)
Slate -
Reader/Evaluator
Search and view applications, add evaluation notes and decision recommendations, and run queries/reports.FERPA self-paced online course.
Slate -
Coordinator
All access of Reader/Evaluator plus create queries/reports, create communications, access to the audit log and interactions, and events/interviews scheduling.FERPA self-paced online course.
Slate -
Director
All access of Coordinator plus move applications within evaluation bins, access to applicant inbox, and release admission decisions. FERPA self-paced online course.
ConnectCarolina -
Application Maintenance View and Admissions Checklists
View application and status in Application Maintenance, view and update application checklists.FERPA self-paced online course.
ConnectCarolina -
Application Maintenance View ONLY
View applications and status. FERPA self-paced online course.
ConnectCarolina -
Application Maintenance
Update application status and enter decisions.
Note: Access to this page is limited to the Graduate School or programs that administer their own programs.
FERPA self-paced online course.

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Student Financials verifies business need for role exists.
  3. Student Financials verifies training is completed if required.
  4. ConnectCarolina Security Team sets up access in ConnectCarolina.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required (See the Training list above for more information.)
External View OnlyView student financial information.FERPA self-paced online course.
Post Dept Charges Post department charges to student accounts.FERPA self-paced online course. Requires Student Financials training and a Service Level Agreement.
Post Dept Charges – Batch Post department charges to student accounts in batch.FERPA self-paced online course. Requires Student Financials training and a Service Level Agreement.
Dept Charges Query View queries of charges billed through Cashier’s Office. FERPA self-paced online course. Requires Student Financials training and a Service Level Agreement.

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Graduate or Professional School verifies the business need.
  3. ConnectCarolina Security Team sets up access in ConnectCarolina.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required (See the Training list above for more information.)
Student Records Base (Campus User)View only base access to Student Records which includes scheduled classes, students’ programs, plans, sub-plans, enrollments, waitlists, and residency classification.FERPA self-paced online course.
Student Program/Plan – Modify and update students’ programs, plans (majors, 2nd majors, minors, concentrations, other plans), requirement terms and sub‐plans.Grants base view access to Student Services Center (Student). Only view access to the Student Center & General Info tabs are granted.FERPA self-paced online course. Student Records: Program-and-Plan Update Instructor-Led Class
Enroll/Withdraw StudentsEnroll/drop/swap single courses for students during open enrollment; enroll/drop students from a single course during the drop/add period; enroll/drop students from a single course after the registration period closes; work with overrides to process enrollments; view waitlists; cancel existing registrations or withdraw students for one or more terms; and term activate students.FERPA self-paced online course.Registration and Enrollment training Instructor-Led Class. Student Withdrawal/Cancellation Process Training Instructor-Led Class.
Block Enroll StudentsCreate student blocks and course blocks, merge student blocks with course blocks, handle overrides for students in block-enrolled classes, retrieve the results of the block enrollment process, and search for previously-processed block enrollments.FERPA self-paced online course.Student Records: Block Enrollment Instructor-Led Class
Tar Heel TrackerAccess Tar Heel Tracker reports, submit adjustments to students’ Tar Heel Tracker reports, and view previously-submitted adjustments for students.FERPA self-paced online course.Tar Heel Tracker: Basics Instructor-Led Class. Tar Heel Tracker: Adjustments Instructor-Led Class.
Classroom Scheduling/25Live Schedule classes and make changes to previously scheduled classes during the course schedule maintenance window; enter reserve capacities, instructors, and notes; and make limited changes during the extended course schedule maintenance window. FERPA self-paced online course.Course Management Access in ConnectCarolina Instructor-Led Class
Graduation CoordinatorInput comments and update the graduation status of degree candidates in the Graduation module in ConnectCarolina (Grad Tracker). For “graduation coordinators” (most commonly academic advisors) in each school or division. FERPA self-paced online course.Graduation Training Instructor-Led Class
Grade ApproverApprove grade roster of classes for which you are the primary instructor and access the online Grade Change Request page to initiate or approve grade changes. For primary instructors for a course.
Residency – ClassifierUpdate a student record with residency information. For Residency Determination Officers.
Add InstructorAdd approved users to the Instructor Table. FERPA self-paced online course.Course Management Access in ConnectCarolina Instructor-Led Class

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Graduate School verifies that business need for role exists and that training is completed.
  3. ConnectCarolina Security Team sets up access in ConnectCarolina.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required (See the Training list above for more information.)
GradStar View OnlyView awards entered into GradStar, the system used to pay non-service stipends, tuition, and fee awards to graduate students. FERPA self-paced online course. Requires online training.
GradStar Department UserEnter awards into GradStar, the system used to pay non-service stipends, tuition, and fee awards to graduate students.FERPA self-paced online course. Requires online training.
GradStar PS Queryaccess to GradStar User Queries.FERPA self-paced online course. Requires online training.
GSHIP View OnlyView graduate student enrollments in the Graduate Student Health Insurance Program (GSHIP). FERPA self-paced online course. Requires online training.
GSHIP Campus User Enroll graduate students in the Graduate Student Health Insurance Program (GSHIP).
FERPA self-paced online course. Requires online training.

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Student Administration verifies that business need for the role exists.
  3. PID Office verifies that PID Create Training is completed.
  4. ConnectCarolina Security Team sets up access in ConnectCarolina.

List of Access Roles

Function to Ask for on Access Request FormDescription of the RoleTraining Required
PID CreateCreate PIDs in ConnectCarolina.FERPA self-paced online course. Requires training provided by PID Office.

Training

  • All student admin access requires FERPA training.
  • Training provided by the Office of Scholarships and Student Aid.

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Office of Scholarships and Student Aid verifies business need.
  3. ConnectCarolina Security Team sets up access in ConnectCarolina.

Access

Access to ConnectCarolina Financial Aid is limited to the Office of Scholarships and Student Aid. If you feel that you have an access need for financial aid information, contact student aid directly.

Training

Approval Path

  1. Student Records Office validates FERPA training completed.
  2. Office of Undergraduate Admissions verifies business need.
  3. Campus Solutions Security Team sets up access in Slate.

Access

Undergraduate Access to undergraduate applications is limited to the admissions office. If you believe your position requires you to view applications, contact Undergraduate Admissions.

Original Page/Table to Borrow From

Function to Ask for on the Access Request FormArea the Function Relates ToDescription of the RoleTraining RequiredApproval Path
Core ReaderAdmissionsFor the ApplyYourself application, allows the user to search and view applications.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Graduate School verifies business need for role exists; 3:ConnectCarolina Student Admin team sets up access
Enhanced EvaluatorAdmissionsFor the ApplyYourself application, allows the user to search and view applications, add evaluation notes and uploads, run reports, and email.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Graduate School verifies business need for role exists; 3:ConnectCarolina Student Admin team sets up access
Program CoordinatorAdmissionsFor the ApplyYourself application, allows the user to search and view applications, add evaluation notes and uploads, run reports, create email, create queries, and manage groups.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Graduate School verifies business need for role exists; 3:ConnectCarolina Student Admin team sets up access
School AdministratorAdmissionsFor the ApplyYourself application, allows the user to search and view applications, add evaluation notes and uploads, run reports, create email, create queries, manage groups, enter and manage decisions, add/edit comments.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Graduate School verifies business need for role exists; 3:ConnectCarolina Student Admin team sets up access
Evaluator InternalAdmissionsFor undergraduate admissions, allows the user to view application and supporting materials and recommend admissions decisions for review by the Office of Undergraduate Admissions. For faculty and staff responsible for evaluating junior transfer applications to professional schools. FERPA CBT1:Student Records Office validates FERPA training completed; 2:Admissions Office verifies business need for role exists; 3: ConnectCarolina Security Team sets up access in ConnectCarolina
Student Services Manager (Undergraduate)AdmissionsFor undergraduate admissions, allows the user to view application, application status, supporting materials, and update application checklists. For student services managers responsible for processing undergraduate junior transfer applications to professional schools. FERPA CBT1:Student Records Office validates FERPA training completed; 2:Admissions Office verifies business need for role exists; 3: ConnectCarolina Security Team sets up access in ConnectCarolina
Student Services Manager (Graduate)AdmissionsFor graduate school or professional admissions, allows the user to view application, application status, supporting materials, and update application checklists. For student services managers responsible for processing undergraduate junior transfer applications to professional schools. FERPA CBT1:Student Records Office validates FERPA training completed; 2:Gradudate or Professional School verifies business need for role exists; 3: ConnectCarolina Security Team sets up access in ConnectCarolina
Application Maintenance View OnlyAdmissionsFor graduate school or professional admissions, allows the user to view applications and status.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Gradudate or Professional School verifies business need for role exists; 3: ConnectCarolina Security Team sets up access in ConnectCarolina
External View OnlyStudent FinancialsAllows the user to view student financial information u2013 Student Services Managers.FERPA CBT1:Student Records Office validates FERPA training completed; 2:Student Financials verifies business need for role exists; 3:Student Financials verifies training is completed if required; 4:ConnectCarolina Security Team sets up access in ConnectCarolina
Post Dept ChargesStudent FinancialsAllows the user to post department charges to student accounts.FERPA CBT, Student Financials training, and a Service Level Agreement.1:Student Records Office validates FERPA training completed; 2:Student Financials verifies business need for role exists; 3:Student Financials verifies training is completed if required; 4:ConnectCarolina Security Team sets up access in ConnectCarolina
Post Dept Charges u2013 BatchStudent FinancialsAllows the user to post department charges to student accounts in batch.FERPA CBT, Student Financials training, and a Service Level Agreement.1:Student Records Office validates FERPA training completed; 2:Student Financials verifies business need for role exists; 3:Student Financials verifies training is completed if required; 4:ConnectCarolina Security Team sets up access in ConnectCarolina
Dept Charges QueryStudent FinancialsAllows the user to view queries of charges billed through Cashieru2019s OfficeFERPA CBT, Student Financials training, and a Service Level Agreement.1:Student Records Office validates FERPA training completed; 2:Student Financials verifies business need for role exists; 3:Student Financials verifies training is completed if required; 4:ConnectCarolina Security Team sets up access in ConnectCarolina
PID CreatePID OfficeAllows the user to create PIDs in Student Administration.FERPA CBT and training provided by PID Office.1:Student Records Office validates FERPA training is completedn2:Student Administration verifies that business need for the role existsn3:PID Office verifies that PID Create Training is completed n4: ConnectCarolina Security Team sets up access in ConnectCarolina
GradStar View OnlyGraduate SchoolAllows the user to view awards entered into GradStar, the system used to pay non-service stipends, tuition, and fee awards to graduate students.FERPA and GradStar classroom training offered by the Graduate School1:Student Records Office validates FERPA training is completedn2:Graduate School verifies that business need for role exists and that training is completedn4:ConnectCarolina Security Team sets up access in ConnectCarolina
GradStar Campus UserGraduate SchoolAllows the user to enter awards into GradStar, the system used to pay non-service stipends, tuition, and fee awards to graduate students.FERPA CBT and GradStar classroom training offered by the Graduate School1:Student Records Office validates FERPA training is completedn2:Graduate School verifies that business need for role exists and that training is completedn4:ConnectCarolina Security Team sets up access in ConnectCarolina
GSHIP View OnlyGraduate SchoolAllows the user to view graduate student enrollments in the Graduate Student Health Insurance Program (GSHIP).FERPA CBT and the Working with GSHIP CBT1:Student Records Office validates FERPA training is completedn2:Graduate School verifies that business need for role existsn4:ConnectCarolina Security Team verifies that training is completed and sets up access in ConnectCarolina
GSHIP Campus UserGraduate SchoolAllows the user to enroll graduate students in the Graduate Student Health Insurance Program (GSHIP).FERPA CBT and the Working with GSHIP CBT1:Student Records Office validates FERPA training is completedn2:Graduate School verifies that business need for role existsn4:ConnectCarolina Security Team verifies that training is completed and sets up access in ConnectCarolina